Gary Watts
Gary Watts is a CFP-designated registered investment advisor at Coppell Advisory Solutions LLC, based in Walnut Creek, CA, with 16 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
Walnut Creek, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary operates under the DBA Wealth Enhancement Group for his LPL business and is involved with non-variable insurance. He also provides investment advisory services through Wealth Enhancement Advisory Services, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Whitehall-Parker Securities, INC.Broker
Frontier Wealth Strategies L.P.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Alamo CapitalBroker
Alamo Capital
AXA Advisors, LLC
AXA Advisors, LLCBroker
Valley Wealth, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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